Grab's projected earnings growth makes its 16.9x next-twelve-month earnings multiple look cheap. Management projects revenue CAGR above 30% and EPS CAGR around 40% through 2028, with Financial Services reaching adjusted EBITDA breakeven in H2 2026 and $500M by 2028. CEO Anthony Tan bought $30M of shares at $2.89, around today's price; Grab's $900M buyback equals 7.5% of market cap. Very few opportunities are as compelling as Grab. x.com 

Grab is a long-term accumulation candidate as a dominant, profitable and growing Southeast Asia super-app still down over 40% from its highs despite a beat. Revenue of $955 million, EPS of $0.04 and EBITDA of $154 million all topped estimates, and its market cap is $14.84 billion. The trend is still down, so patience is required; a weekly close above $4.00 would confirm a reversal. x.com 

Grab looks like a tough near-term hold as oil costs and Indonesia's cap on fees weigh on it. It was expected to report $925M with EPS of $0.02. If it survives 2026 through the first half of 2027, it could have monster years after. x.com 

Grab has about 2x potential through FY29/FY30 but not much more: solid, though less exciting than other names. Revenue of about $8B in FY29 at 19% net margins would give $1.52B of net income, or $0.37 EPS on 4.1B shares. About 20x is fair, against Uber at roughly 18x, given its financial-services potential and Southeast Asia risk, implying $7.40, a 130% gain. A recovery play like Snap may have more upside, with more risk. x.com 

Grab's CEO buying about $30 million of stock signals management sees the gap between a falling share price and improving execution. Anthony Tan's first open-market purchase since the IPO came below the prior 52-week low, with COO Alex Hungate also buying. Grab trades near a $7 billion enterprise value against guided $4.2 billion revenue and $720-740 million of adjusted EBITDA, up 44-48%. It is no perfect bottom signal, given noisy GAAP profit and Southeast Asian macro pressure. x.com 

Grab is building an ecosystem around Southeast Asian consumers' everyday needs, so each customer grows more valuable as they use more services. Q2 monthly transacting users rose 17% to 53.9M, revenue rose 22% to $997M and adjusted EBITDA rose 54% to $168M, while the loan book nearly tripled to $2.3B. The share price has been flat for years despite this. If users, engagement and financial services keep growing, the next 5-10 years could be extraordinary; competition is the main risk. x.com 

Grab operates in a region with extremely high entry barriers: Uber, Lyft and Tesla robotaxis are not in Southeast Asia and are not coming. It has moved beyond ride hailing and food delivery into an everything app, and people in the region trust it a lot. A company that keeps pushing numbers up, holds 3.5 times more cash than its debt and liabilities, generates positive free cash flow and has such barriers should be rewarded by markets. x.com  x.com 

Grab offers higher growth than Uber at only a slightly higher multiple. It is expected to grow 20% in 2028 versus 15% for Uber, and could approach 30% after the Atome acquisition, while trading at 15x 2028 earnings versus Uber's 13x. Uber, though, is a globally dominant American business with much higher multiple-expansion potential, making the choice between them close. x.com 

Grab's fundamentals are too strong for it not to return to its 200-week moving average at $4.00, a guaranteed 50% gain from where its CEO bought $30 million of stock at $2.70. Its cash alone equals 40% of its market cap, and fair value is $10, a 330% gain from here. x.com 

Grab's super-app model means every infrastructure shift in Southeast Asia flows through it, including the move to electric motorbikes. The EV motorbike transition brings more GrabFin lending data, better credit scoring and higher-margin fintech revenue; the bike is the entry point, the data is the thesis. Per @MikeLongTerm, governments in Vietnam, Thailand and Indonesia are pushing ride-hailing drivers toward electric motorbikes with heavy subsidies, helped by rising fuel prices. x.com